In #JPM2023 news, $PACB PacBio presented on January 11, 2023. Christian Henry, President and CEO announcing that Revio already has 76 orders in the books.
PacBio has already sold more than 1,000 sequencers. I wonder given the turnaround of the technology, if that makes it the biggest NGS company in turn-around of their instruments.
Basic slide explaining how long-read HiFi works, and the Omniome short-read SBB sequencing technology for Q40+ read quality.
A slide describing the different fields and how long-reads and short-reads play different roles in each of them. I wonder how much $ILMN Illumina would have liked to be in this position today: having succeeded in acquiring PacBio HiFi technology as a complement to SBS.
The company has 512 Sequel II/IIe instruments installed, which they will quickly be replaced by the Revio instrument, which has much higher throughput and favourable price per Gb.
An interesting slide that details some partners in the Revio instrument: Corteva for automated ways to prepare the sample for long-read sequencing. Also $TWST Twist Bio for targeted sequencing panels.
The slide summarising the tech specs for the new Revio long-reads instrument: 1,300 HiFi WGS per year, sub $1,000 human HiFi genome, 25M ZMW SMRT Cell, 24-hour cycle time. Load-in-advance capability that takes less than 1 minute to perform.
Some stats on the Revio performance based on 29 recent internal runs with human, plant, animal, and plasmid samples. Quotes here for greater or equal than Q30 reads, so it seems like the mark for a HiFi read is at Q30, although presumably a fraction of that is above.
Onso (Omniome SBB technology) expected to ship in Q2 2023, with 200 and 300 cycle kits. Beta program at places like the Broad institute and Corteva. Pricing at $15/Gb, which I believe is the first time this has been publicly listed.

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Jan 13
In #JPM2023, $NAUT Nautilus Bio didn't make their slides available, but they have a slide deck from an investor meeting in December 2022. They intend to launch their Proteome Analysis Platform in Mid-2024. Image
They see a market opportunity of $25B, where 50% would be BioPharma customers, and 20% Academic and Research. Image
One of the biggest piece of news is that $NAUT Nautilus Bio recently partnered with Abcam to enhance their affinity reagent development program. Image
Read 7 tweets
Jan 13
In #JPM2023 news, $SEER also presented. They are another of the Next Generation Proteomics Sequencing players. One of their USPs is that they have an approach capable of finding different protein variants that would be undistinguishable with affinity-based approaches. Image
This includes slice variants, where the "Peptide Level" identification allows them to detect meaningful differences where other approaches are not able to. ImageImage
Since their method is based on peptides, they can go into the 1M+ elements per run, where panel-based affinity methods are limited to the thousands or maybe tens of thousands. Image
Read 4 tweets
Jan 13
In #JPM2023 news, $OLK Olink presented and showed good numbers, especially for their high-plex segment. Image
Olink believes they have <5% penetration on the mid-plex TAM Image
A growing portfolio of products, the Explore 3072 panel queries ~3,000 proteins with minimal biological sample requirements. ImageImage
Read 4 tweets
Jan 13
Their estimated TAM is $85B, which is short of the other estimate touted at JPM for Proteomics as a whole, of $130B. Image
Quanterix does Single Molecule Array Technology (SIMOA), a Digital version of the equivalent ELISA Analog assay. Being able to go as low as femtograms per millilitre is a discovery tool for Early Disease Detection. ImageImage
Read 6 tweets
Jan 13
The SomaLogic technology binds SOMAmer reagents to thousands of individual proteins. The unbound proteins are washed away, and the SOMAmers are flown into an array that measures the relative concentration of the bound proteins with a colorimetric array. Image
It can detect up to 10 logs of dynamic range and started at 55 microliters of volume sample per assay. Image
Read 8 tweets
Jan 13
They recently acquired $ISO Isoplexius, "the only single-cell platform enabling functional proteomics" (although people doing CITE-seq and co. on other single-cell technologies may differ). Image
Isoplexis recently announced their Duomic Multiomics technology, with combined ELISA Protein assyas with Multi-Omics of the kind people do with single-cells. It's available for human and mouse panels of cell types. Image
Read 7 tweets

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